Ideas & Enhancements

2 Vote

Intakes from Zapier

If an intake comes from Zapier, a column in the brows intake screen should indicate that.

Created 23 Feb 21:28

0
2 Vote

NEOS-Allow customizable filtering in sent messages

This would allow clients to filter to their liking on the sent messages filter

Created 22 Feb 16:52

0
3 Vote

Cloud user would like to add a sign out prompt when close out of neos.

Cloud user would like to add a sign out prompt when close out of neos. They want to make sure everyone is signing out when new updates/ builds are pushed. Are you sure you want to sign out when click x on the browser view

Created 06 Aug 15:59

General

0 Unlikely to implement
3 Vote

NEOS - Document Display Name

It would be nice if there was a display name that could be quickly edited for a document rather than having to reupload the document with a different file name to change what it is displayed as.

Created 04 Aug 15:54

General

0
2 Vote

Bolded text in "If" statements losing bolded text once converted to Neos from Needles.

If a firm transitions from Needles 4 to Neos and have documents coded with multiple "If" statements that contain bolded text. When those documents are converted to Neos the bolded text no longer works. This is something very important to some firm...

Created 16 Feb 17:49

1
1 Vote

When copy and pasting an Excel Spreadsheet into the notes, what was copied shows vertically instead of remaining in column form when saved.

It would still be in the spreadsheet form, and we wouldn't have to figure out which column header goes with what information without having to open up the spreadsheet.

Created 31 Aug 17:55

0
1 Vote

Settlement view in Value tab shows CASEEXP as being disbursed out of settlement

see the attached screenshots demonstrating this in a simple example I have 1 settlement entered for $100,000.00 and I have 1 case expense entered for $10.00. As soon as I add a transaction to show the case expense as being paid to the provider and...

Created 31 Aug 17:41

0
1 Vote

View case associations for contact in Contact detail view.

It would be helpful to view all the associated Cases for a Contact in the Contact detail view. Currently if you are in a contact preview in the address book you can view associated cases, but you can not view associated cases in the Contact detail...

Created 31 Aug 16:48

0
2 Vote

Neos | Message Caller field

When entering Caller name fields, we should be able to enter the caller's name in it's own alphabetic field without having to search and add a new provider. 9 times out of 10 the caller does not already exist in our database and want to avoid extr...

Created 15 Feb 20:01

0
2 Vote

Report Search Defaults to "Name" insteaad of Case Number

No description provided

Created 15 Feb 18:45

0